Direct Deposit Approval / Denial

To approve the Direct Deposit Request, please just fill out the form below:

If you don’t see the contact in the drop down, the must be entered as a new contact or be put  into the Client Prep Sheet.

Similar to the Loan Request Approval / Denial form, the prospect and client will need to have their signed uploaded Direct Deposit Form Approved or Denied in order for them to advance in the funnel.  

Once the client is approved or denied they will be automatically sent instructions on how to proceed depending on their unique instructions.